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Axis Retirement Savings Fund vs Nippon India Retirement Fund compare

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tortoise-icon Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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tortoise-icon Axis Retirement Fund - Dynamic Plan - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹3089 Cr ₹341 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 11 Feb 2015 20 Dec 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE India Bond Index
Turn Over 61% 32.33%
Expense Ratio 1.95 2.42
Manager Pranay Sinha Vinayak Jayanath
ISIN Code INF204KA1B64 INF846K01T44
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month -4.51% -4.47%
6 Month -12.6% -8.36%
1 Year 4.56% 8.91%
3 Year 15% 10.96%
5 Year 14.22% 11.75%

SIP Return Analysis

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month - -
1 Year -10.63% -4.8%
3 Year 14.77% 13.01%
5 Year 17.4% 12.38%

Rolling Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year 10.23% 17.94%
3 Year 10.45% 12.08%
5 Year 8.68% 13.46%

Risk Management

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation 14.191% 12.004%
Sharp 0.64% 0.412%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Name Pranay Sinha Vinayak Jayanath
Total AUM ₹21046 Cr ₹0 Cr
Fund Manage 6 18
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 0.74 13.2
Large Cap 65.56 50.42
Small Cap 17.95 16.99
Mid Cap 15.75 19.41

Sector Allocation

Scheme Name

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 0.74 13.2
Petroleum Products 4.05 4.61
IT - Services 1.92 -
IT - Software 10.02 6.97
Construction 4.43 2.09
Pharmaceuticals & Biotechnology 4.75 5.12
Personal Products 0.28 -
Diversified FMCG 1.92 0.71
Non - Ferrous Metals 1.75 0.36
Banks 21.95 13.76
Industrial Manufacturing 4.54 2.44
Aerospace & Defense 1.63 1.17
Auto Components 4.28 3.56
Power 4.41 4.25
Automobiles 1.83 3
Capital Markets 1.81 0.19
Industrial Products 2.49 0.55
Telecom - Services 2.64 1.69
Insurance 2.82 2.65
Finance 3.41 7.4
Entertainment 0.96 -
Diversified Metals 0.49 -
Consumer Durables 5.28 1.83
Leisure Services 1.19 0.51
Cement & Cement Products 1.9 0.64
Gas 0.81 -
Consumable Fuels 0.76 0.76
Other Utilities 0.64 -
Transport Services 0.99 -
Beverages 1.46 0.82
Retailing 1.69 4.65
Realty 1.25 3.17
Textiles & Apparels 0.91 0.53
Electrical Equipment - 3.16
Healthcare Services - 4.87
Oil - 0.74
Food Products - 0.32
Chemicals & Petrochemicals - 2.18
Fertilizers & Agrochemicals - 0.87
Household Products - 0.66
Commercial Services & Supplies - 0.59

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